Dennis James Taylor
Financial Advisor
Certified Financial Planner®*

I have been in financial services since 2002, working for Edward Jones, Morgan Stanley and Smith Barney. I am a member of the Knights of Columbus, Lions Club and the Northeastern Michigan Estate Planning Council.

I have obtained my bachelor's degree from Saginaw Valley State University and a Masters of Business Administration from Central Michigan University.

I focus on helping clients plan for retirement. Everyone's economic and life situation is unique and I keep that in mind when providing financial advice. I believe a financial strategy must reflect your personal situation, and once in place, we will continue to work together to review your achievements against your goals.

If you ever have questions about your strategy or about specific financial products, contact me and we can set up a time to review your needs and address your questions.

* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Cycling
  • Golfing
  • Hunting
  • Running
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

Email Me

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